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Is It Too Late to Convert to a Roth IRA at 62 With $950k in IRAs?

Fortunately, there’s no age restriction on converting a pre-tax retirement account to a Roth IRA. You can roll funds from a ...

IRA Conversion to Roth: Rules to Convert an IRA or 401(k) to a Roth IRA

A n IRA conversion to Roth is a popular pre-retirement or early retirement move. Roth IRAs offer several benefits that traditional retirement plans don’t. Not only are investment gains in a Roth IRA ...
Kiplinger

Ready to Retire? It's Not Too Late to Convert to a Roth IRA

In 2025, a record 4.18 million Americans will turn 65. For those planning to retire soon, an important question arises: Does converting retirement savings from a tax-deferred account to a Roth IRA ...
CNN

Wondering if you should convert your tax-deferred retirement savings to a Roth? Here’s what to consider

Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation. And it’s one you can arrange by keeping at least ...
Forbes

Don't Forget About State Taxes When Making Roth Conversions

I love helping my clients maximize their tax-free retirement income streams. Converting a traditional IRA account to a Roth IRA is a fabulous part of a proactive tax-planning strategy to reduce the ...
24/7 Wall St

I’m Retiring at 50 With $9 Million in Assets – Should I Convert My 401Ks to Roth to Avoid Future RMD Taxes?

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. In the case of many individuals investigating the FIRE ...
Financial Advisor

How OBBBA Impacts Retirement Accounts, Roth Conversion Strategies

With hundreds of provisions, the recently enacted One Big Beautiful Bill Act (OBBBA) is certainly big. That being said, OBBBA is not SECURE 3.0. Unlike the original SECURE Act and SECURE 2.0, OBBBA ...